Cornerstone Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-12,662
Closed -$200K 1168
2018
Q3
$200K Sell
12,662
-181,846
-93% -$15.2M ﹤0.01% 1204
2018
Q2
$2.47M Buy
+194,508
New +$14.6M 0.03% 469

Other funds holding XHE

Cornerstone Wealth Management's XHE Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2018, closing a stake of 12,662 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in XHE in Q2 2018 and held it in 2 quarters. The position peaked at $2.47M in Q2 2018. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,662 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.47M in Q2 2018.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.